Chief Financial Officer CFO

Position Summary

The Chief Financial Officer will provide strategic financial management for Heritage Academy. This person is responsible for overseeing all financial aspects of Heritage including, but not limited to, accounting, accounts payable, receivables, banking, payroll, general ledger management, budgeting, reporting, forecasting, analysis and financing, and audit and tax preparation.

Duties & Responsibilities

• Ensure the long-term financial stability and growth of Heritage Academy
• Partner with the CEO and other leadership to plan for growth and provide support to planning initiatives
• Lead the annual budget process, including preparation of annual budgets, projections, and tracking budget to actuals
• Manage facility financing and work closely with the CEO on acquisition / growth strategy
• Analyze financial statements to pinpoint potential weak areas and recommend improvement strategies
• Suggest / implement system / process improvements to ensure adequate internal controls and efficient processes
• Recruit, train, supervise, and evaluate department staff
• Oversee management of the grant administration function including monitoring and tracking of public and private-sector contracts / grants to ensure compliance and timely collection
• Ensure compliance with local, state, and federal budgetary reporting requirements
• Coordinate risk management analysis and ensure the organization has the requisite licenses and insurance to maintain the organization and start new schools
• Provide outstanding customer service to internal customers, including managing the accuracy and timely creation of reports to allow school leadership teams, and the governing boards to utilize data in decision making
• Lead external reporting and audits
• Supervise other business functions such as facilities and IT
• Other duties as assigned.

Qualifications, Competencies & Strengths

Education : Bachelor's degree required in accounting, finance, or related field; CPA required / strongly preferred; Graduate degree in related field strongly preferred

Experience : 10-15 years experience required; non-profit and school finance background strongly preferred. 3 to 5 years experience with real estate, property valuations / analysis, and investor relations strongly preferred.

Special Skills :

Type of fingerprint clearance : Shall be fingerprint checked pursuant to A.R.S 15-512

Physical functions : Must be able to remain in a stationary (standing or sitting) position for 50% of the time.

Equipment used : Frequent computer and telephone use is expected.

Work Environment : May be required to move or position equipment up to 10-15 pounds. May be exposed to outdoor weather.

Travel : 25-50% of the time

This description reflects management's assignment of essential functions, it does not exclude or restrict the tasks that may be assigned.